AssetPlus is an online investment platform that aims to nurture a discipline of saving & investing among the young working population. We harness cutting-edge technology and couple it with personalized financial advice to provide a seamless process of investing that is convenient, secure, and completely paperless. As certified financial advisors, we provide advice that caters to the unique needs of the young population. We are committed to bringing about a change in the way people manage their finances by inculcating the principle of saving first, spending later.
Founded in 2016 by alumni of IIT Madras, AssetPlus is amongst the fastest-growing fintech startups in India. Our wealth management platforms across Android/iOS and webs are used by over 2,00,000 users to seamlessly invest and manage their mutual funds online. Over 500 crores of investments have been made on AssetPlus in just over 2 years.
Activity on Internshala
Hiring since July 2022
7 opportunities posted
2 candidates hired
About the job
Key responsibilities:
1. Talking to prospective leads to understand their investment needs, risk tolerance, and financial goals
2. Understanding the financial products available in the platform and explaining them to the clients in a simple manner
3. Creating customized portfolios based on the client's requirements
4. Generating sales across products for existing clients
5. Working on being the single point of contact for all further investment needs of the client
6. Holding portfolio review meetings with the clients and improvising as required
7. Understanding market trends and their impact on portfolios
Requirements:
1. Candidates with a good understanding of equity markets
2. Any prior experience in digital sales will be preferred
3. Experience - 0-2 years
4. Language - English, and Hindi
Note: Location - Chennai (Work from office only)
Skill(s) required
English Proficiency (Spoken)Hindi Proficiency (Spoken)
